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Advisor at KEY INVESTMENT SERVICES LLC
SYLVANIA, OH | BROOKLYN, OH
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Aug 20, 2023 | n/a | yes | BROOKLYN, OH|SYLVANIA, OH | Current employment |
| IMBER FINANCIAL GROUP, LLC | Independent wealth | Mar 21, 2023 | Jul 18, 2023 | no | ANN ARBOR, MI | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Apr 6, 2022 | Apr 20, 2023 | no | ANN ARBOR, MI | Previous registration |
| GOLDEN RESERVE RETIREMENT, LLC | Independent wealth | Feb 8, 2021 | Apr 18, 2022 | no | Maumee, OH|DUBLIN, OH | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Jul 13, 2018 | Jan 25, 2021 | no | BOSTON, MA | Previous registration |
| STRATEGIC ADVISERS LLC | National bd RIA | Oct 1, 2012 | Jul 13, 2018 | no | BIRMINGHAM, MI|NOVI, MI|COVINGTON, KY|SYLVANIA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| IMBER FINANCIAL GROUP, LLC | KEY INVESTMENT SERVICES LLC | Jul 18, 2023 | Aug 20, 2023 | 33 | Firm change | RIA to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | IMBER FINANCIAL GROUP, LLC | Apr 20, 2023 | Mar 21, 2023 | -30 | Firm change | Ibd to RIA |
| GOLDEN RESERVE RETIREMENT, LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Apr 18, 2022 | Apr 6, 2022 | -12 | Firm change | RIA to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | GOLDEN RESERVE RETIREMENT, LLC | Jan 25, 2021 | Feb 8, 2021 | 14 | Firm change | Ibd to RIA |
| STRATEGIC ADVISERS LLC | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jul 13, 2018 | Jul 13, 2018 | 0 | Bulk transfer | Ibd to new firm |